Pantheon Macroeconomics

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19th Aug 2022 08:59Emerging Asia, Daily Monitor, Weekly Monitor

Tourism in ASEAN is skyrocketing, and we see no reason to panic over Thailand’s underperformance.

Visitors from China aren’t entirely M.I.A., but their near-absence ultimately will impose a hard ceiling.

We maintain that a pause by the BSP is imminent, despite last week’s continued tightening in policy.

August board china disinflation exports gdp global oil prices growth growth rate inflation January monetary net services exports oil oil prices q2 repo September us

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